SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 728 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.43 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,361,574 | +9.4% | 26,336 | +1.3% | 0.80% | +2.0% |
| Q1 2023 | $1,244,579 | +10.8% | 26,010 | +3.7% | 0.79% | -4.1% |
| Q4 2022 | $1,123,622 | +16.1% | 25,075 | +8.8% | 0.82% | +1.7% |
| Q3 2022 | $968,000 | -3.8% | 23,045 | +1.2% | 0.81% | -13.9% |
| Q2 2022 | $1,006,000 | -15.4% | 22,775 | +2.3% | 0.94% | +13.3% |
| Q1 2022 | $1,189,000 | +2.7% | 22,269 | +117.4% | 0.83% | +7.1% |
| Q4 2021 | $1,158,000 | +25.2% | 10,244 | +15.4% | 0.78% | +21.1% |
| Q2 2021 | $925,000 | +18.1% | 8,874 | +9.5% | 0.64% | +4.7% |
| Q1 2021 | $783,000 | -3.0% | 8,101 | -8.7% | 0.61% | -5.4% |
| Q4 2020 | $807,000 | +15.1% | 8,871 | +0.7% | 0.65% | -5.7% |
| Q3 2020 | $701,000 | – | 8,807 | – | 0.68% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,128,850 | $101,865,479 | 37.82% |
| HT Partners LLC | 2,317,090 | $110,872,736 | 32.74% |
| Socha Financial Group, LLC | 906,165 | $43,359,993 | 27.99% |
| Strid Group, LLC | 2,432,841 | $116,411,435 | 25.70% |
| MYECFO, LLC | 671,898 | $32,150,327 | 24.11% |
| Morton Brown Family Wealth, LLC | 795,308 | $38,055,502 | 22.69% |
| Members Advisory Group LLC | 730,402 | $34,949,765 | 22.58% |
| FREEDOM WEALTH ALLIANCE, LLC | 262,221 | $12,547,289 | 18.85% |
| Hanson & Doremus Investment Management | 1,758,910 | $84,164 | 18.71% |
| AGILIS PARTNERS LLC | 857,026 | $41,009 | 18.14% |